Global X Defense Tech ETFSHLDETF
13F holders, Q3 2025 (September 30)421holders +169
192new positions
25sold out
3famous investors
$70.05avg. 13F price*
At the end of Q3 2025, 421 institutions reported holding Global X Defense Tech ETF (SHLD) in their 13F filings, up 169 from Q2 2025. 192 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($445.1M), LPL Financial LLC ($224.2M) and Morgan Stanley ($164.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Global X Defense Tech ETF
- CUSIP
- 37960A529
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 192 | $443.5M |
| Exits | 25 | $71.9M |
All 13F filers, Q2 2025 → Q3 2025: 19,506,414 shares bought and 1,876,636 shares sold, net +17,629,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 421 holders
| Bank of America Corp. | 0.03% | Add +79.9% | 6,337,265 | $445.1M |
| LPL Financial LLC | 0.07% | Add +59.9% | 3,191,550 | $224.2M |
| Morgan Stanley | 0.01% | Add +36.7% | 2,339,615 | $164.3M |
| JPMorgan Chase & Co. | 0.01% | Add +687.9% | 2,299,472 | $161.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.25% | Add +109.7% | 2,230,064 | $155.4M |
| Royal Bank of Canada | 0.01% | Add +29.2% | 903,672 | $63.5M |
| Henshaw Capital LLC | 1.99% | No change | 759,000 | $53.3M |
| Thrivent Financial for Lutherans | 0.10% | Add +35.3% | 670,733 | $47.1M |
| Sofi Wealth, LLC | 2.16% | New | 570,199 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +353.2% | 563,065 | $39.5M |
| Osaic Holdings, Inc. | 0.05% | Add +60.1% | 596,611 | $37.5M |
| OneDigital Investment Advisors LLC | 0.36% | Add +10495.4% | 503,071 | $35.3M |
| Sanctuary Advisors, LLC | 0.20% | Add +972.0% | 500,741 | $35.2M |
| Raymond James Financial Inc. | 0.01% | Add +15.4% | 493,824 | $34.7M |
| Stifel Financial Corp. | 0.03% | Reduce -0.8% | 482,596 | $33.9M |
| Merit Financial Group, LLC | 0.30% | Add +486.8% | 465,545 | $32.7M |
| Cetera Investment Advisers | 0.03% | Add +61.5% | 409,456 | $28.8M |
| Quadrature Capital Ltd | 0.33% | Add +19.6% | 399,221 | $28.0M |
| AE Wealth Management LLC | 0.18% | Add +169.1% | 391,856 | $27.5M |
| Advocacy Wealth Management, LLC | 1.09% | New | 356,223 | $25.0M |
| Benjamin Edwards Inc. | 0.26% | Reduce -12.8% | 333,024 | $23.4M |
| UBS Group AG | 0.00% | Add +134.0% | 332,848 | $23.4M |
| NewEdge Advisors, LLC | 0.10% | Add +1314.7% | 308,287 | $21.7M |
| Ascent Group, LLC | 0.56% | New | 224,050 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +96.9% | 204,966 | $14.4M |
| MML Investors Services, LLC | 0.04% | Reduce -9.0% | 203,461 | $14.3M |
| Evolution Wealth Advisors, LLC | 1.92% | Add +608.9% | 203,109 | $14.3M |
| Austin Private Wealth, LLC | 1.09% | New | 201,261 | $14.1M |
| Potentia Wealth | 5.09% | New | 189,982 | $13.3M |
| Brookstone Capital Management | 0.16% | New | 185,774 | $13.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.5% | 166,701 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2774.8% | 164,096 | $11.5M |
| CreativeOne Wealth, LLC | 0.28% | New | 163,844 | $11.5M |
| Beck Capital Management, LLC | 2.63% | Reduce -0.8% | 162,431 | $11.4M |
| Bank of Montreal | 0.00% | Add +2145.2% | 160,285 | $11.3M |
| Goldstein Advisors, LLC | 1.34% | New | 157,097 | $11.0M |
| Valley Wealth Managers, Inc. | 0.72% | Add +57.5% | 155,007 | $10.9M |
| Shepherd Financial Partners LLC | 1.01% | New | 150,889 | $10.6M |
| Caxton Associates LLP | 0.28% | New | 147,355 | $10.4M |
| Oak Family Advisors, LLC | 3.07% | Reduce -12.0% | 134,624 | $9.5M |
| Confluence Investment Management LLC | 0.13% | Reduce -17.1% | 133,223 | $9.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.53% | New | 130,495 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +76.3% | 126,594 | $8.9M |
| Riggs Asset Managment Co. Inc. | 1.90% | Add +4.2% | 124,665 | $8.8M |
| Phoenix Financial Ltd. | 0.11% | Reduce -11.5% | 123,088 | $8.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2627.8% | 116,723 | $8.2M |
| West Wealth Group, LLC | 1.84% | New | 122,184 | $8.1M |
| Sterling Manor Financial, LLC | 5.13% | Reduce -5.8% | 115,933 | $8.1M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +21.3% | 115,570 | $8.1M |
| WJ Wealth Management, LLC | 3.39% | Reduce -22.3% | 112,829 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +266.0% | 108,832 | $7.6M |
| Prevail Innovative Wealth Advisors, LLC | 1.48% | Add +219.6% | 108,461 | $7.6M |
| Security Financial Services, INC. | 1.22% | New | 107,681 | $7.6M |
| Buttonwood Financial Group, LLC | 3.25% | New | 106,710 | $7.5M |
| Proficio Capital Partners LLC | 0.52% | Add +6.3% | 106,992 | $7.5M |
| Kelly Financial Services LLC | 1.74% | New | 95,605 | $6.7M |
| Sharkey, Howes & Javer | 0.81% | Reduce -2.6% | 90,137 | $6.3M |
| Eq LLC | 2.11% | New | 88,508 | $6.2M |
| CFS Investment Advisory Services, LLC | 0.46% | New | 90,613 | $6.2M |
| Scarborough Advisors, LLC | 1.09% | New | 87,890 | $6.2M |
| Pettinga Financial Advisors LLC | 1.18% | New | 86,323 | $6.1M |
| Stokes Family Office, LLC | 0.58% | New | 86,236 | $6.1M |
| Horst & Graben Wealth Management LLC | 0.90% | New | 84,001 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Add +83.0% | 83,426 | $5.9M |
| Tennessee Valley Asset Management Partners | 0.79% | New | 83,369 | $5.9M |
| Quadcap Wealth Management, LLC | 0.68% | Reduce -11.1% | 82,358 | $5.8M |
| Financially Speaking Inc | 3.72% | Reduce -9.1% | 80,523 | $5.7M |
| Park Avenue Securities LLC | 0.04% | New | 79,123 | $5.6M |
| StoneCrest Wealth Management, Inc. | 2.36% | Add +2.7% | 76,656 | $5.4M |
| Physician Wealth Advisors, Inc. | 0.77% | New | 76,539 | $5.4M |
| James Investment Research, Inc. | 0.58% | Add +1.7% | 75,298 | $5.3M |
| Keystone Financial Group | 0.40% | Add +1302.3% | 74,109 | $5.2M |
| Jane Street Group, LLC | 0.01% | Reduce -77.0% | 73,649 | $5.2M |
| Triad Wealth Partners, LLC | 0.67% | New | 73,503 | $5.2M |
| Perigon Wealth Management, LLC | 0.10% | Add +47.9% | 72,855 | $5.1M |
| Mariner, LLC | 0.01% | Add +233.9% | 72,627 | $5.1M |
| Ewa, LLC | 1.41% | New | 72,505 | $5.1M |
| Capital Insight Partners, LLC | 0.84% | New | 72,303 | $5.1M |
| Cibc World Market Inc. | 0.01% | Add +195.4% | 72,219 | $5.1M |
| Watershed Private Wealth LLC | 1.58% | New | 71,144 | $5.0M |
| SG Americas Securities, LLC | 0.02% | New | 70,291 | $4.9M |
| McMorgan & Co. LLC | 0.74% | New | 67,997 | $4.8M |
| Financial Sense Advisors, Inc. | 0.96% | Add +0.1% | 66,691 | $4.7M |
| Simplex Trading, LLC | 0.10% | Add +158.3% | 65,169 | $4.6M |
| Mgo One Seven LLC | 0.11% | New | 64,760 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +32.7% | 64,298 | $4.5M |
| Beacon Financial Group | 0.44% | New | 63,450 | $4.5M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.7% | 62,583 | $4.4M |
| ONE Advisory Partners, LLC | 1.33% | New | 63,359 | $4.3M |
| One Wealth Advisors, LLC | 0.53% | New | 60,426 | $4.2M |
| Midwest Capital Advisors, LLC | 1.99% | New | 58,876 | $4.1M |
| Strategic Blueprint, LLC | 0.17% | New | 55,315 | $3.9M |
| Perennial Investment Advisors, LLC | 0.30% | New | 52,098 | $3.7M |
| Ameliora Wealth Management Ltd. | 1.21% | New | 51,650 | $3.6M |
| Herbst Group, LLC | 2.24% | Reduce -12.4% | 51,322 | $3.6M |
| Tsfg, LLC | 0.56% | New | 50,524 | $3.5M |
| ShoreHaven Wealth Partners, LLC | 1.31% | New | 50,266 | $3.5M |
| Value Star Asset Management (Hong Kong) Ltd | 7.13% | New | 50,000 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +579.7% | 49,980 | $3.5M |
| Belpointe Asset Management LLC | 0.13% | Reduce -5.7% | 49,689 | $3.5M |
"% of holder's portfolio" is SHLD's weight in each manager's 13F, not the share of Global X Defense Tech ETF the manager owns.